Appointment Setter

Lead Appointment Setter / DM Sales Team Lead
FitWINS / Fit With Nirit, LLC.
FitWINS helps women in midlife build strength, lose weight, and feel confident through personalized fitness and nutrition coaching.

We are looking for a hands-on Lead Appointment Setter who can build genuine relationships with prospective clients, book qualified discovery calls, and lead our appointment-setting operation.

You will manage your own conversations while overseeing our other setters, Intelicoach, follow-up systems, and performance reporting. You will work closely with founder Nirit Roddy and our coaching and sales team.

Read the job description below. If this sounds like you fill out this form: ---------- (you may need to copy/paste it into a browser)

Appointment Setting and Lead Management

• Manage conversations across Facebook , Instagram, and other approved communication channels.
• Respond to new inquiries promptly during assigned coverage hours.
• Engage leads coming from ads, lead magnets, social posts, comments, referrals, events, and our community.
• Identify potential clients within our existing audience and initiate appropriate, personalized conversations.
• Build rapport and understand each prospect’s goals, challenges, previous attempts, and reasons for seeking support.
• Qualify prospects for the appropriate next step using our agreed qualification criteria.
• Explain our coaching approach clearly using approved messaging.
• Address hesitation with empathy, curiosity, and confidence.
• Guide qualified prospects toward discovery calls with Nirit or the designated sales team member.
• Follow up consistently with unanswered conversations, interested prospects, incomplete applications, and unconfirmed appointments.
• Re-engage older leads and previous opportunities using approved outreach campaigns.
• Coordinate reminders, cancellations, rescheduling, and no-show follow-up.
• Respect clear declines and requests to stop receiving messages.
• Maintain accurate lead statuses, notes, follow-up dates, and conversation ownership.
• Provide clear handoff notes so the person conducting the sales call understands the prospect’s situation.
• Coordinate approved post-call follow-up with the sales team.

FitWINS Brand and Conversation Quality

• Develop a strong understanding of our ideal clients, programs, coaching method, client stories, and brand voice.
• Write in a warm, natural style that sounds like Nirit and reflects the FitWINS brand.
• Recognize the concerns women in midlife bring to conversations, including confidence, consistency, time, past dieting experiences, and fear of failing again.
• Personalize responses to what the prospect actually said.
• Keep conversations focused and avoid overwhelming prospects with excessive questions.
• Use approved testimonials, resources, and voice notes when relevant.
• Follow campaign-specific rules for questions, call invitations, links, pricing, and handoffs.
• Use verified first names and prevent incorrect names or unrelated information from appearing in messages.
• Avoid unsupported promises, medical advice, or unapproved discounts.
• Escalate sensitive situations, complaints, or questions outside the setter’s authority.

Setter Team Leadership

• Lead a brief daily stand-up meeting covering results, priorities, hot leads, overdue follow-ups, blockers, and daily commitments.
• Assign leads and ensure every active conversation has a clear owner and next step.
• Manage inbox coverage, workloads, and handoffs across setters.
• Set clear daily and weekly expectations.
• Monitor follow-through and address missed responsibilities promptly.
• Train and onboard new setters on our audience, offers, systems, scripts, and brand voice.
• Hold regular individual coaching sessions and provide specific, actionable feedback.
• Maintain shared procedures, scripts, training examples, and follow-up guidance.
• Support hiring through conversation exercises, role-play assessments, and candidate feedback.
• Step into priority conversations and provide coverage when needed.

DM Reviews and Sales Coaching

• Hold structured DM reviews at least weekly, with additional reviews when issues arise.
• Review conversations across every setter and Intelicoach.
• Identify where rapport, qualification, objection handling, follow-up, or call invitations could improve.
• Review both successful conversations and missed opportunities.
• Coach setters on responding to the prospect’s actual concern rather than relying on generic scripts.
• Identify conversations that are dragging on without a clear next step.
• Maintain a collection of strong and weak conversation examples with coaching notes.
• Test approved messaging improvements and report their effect on qualified bookings and attendance.
• Confirm that feedback leads to changes in future conversations.

Intelicoach and Automation Management

• Own day-to-day monitoring of Intelicoach and coordinate with technical support when needed.
• Review AI conversations for accuracy, personalization, tone, timing, and compliance with approved rules.
• Manage approved scripts, follow-up sequences, triggers, sending windows, and handoff instructions.
• Confirm that campaign keywords route leads into the correct conversation flow.
• Ensure human and AI messages do not overlap or send conflicting information.
• Confirm that automation pauses appropriately when a human takes ownership.
• Identify and resolve incorrect names, repetitive questions, irrelevant responses, missed follow-ups, and failed handoffs.
• Test changes before broad rollout and monitor results afterward.
• Keep a record of changes, test results, and unresolved issues.
• Escalate technical problems promptly and arrange manual follow-up for affected leads.

KPI Ownership and Reporting

• Maintain an accurate daily and weekly appointment-setting scorecard.
• Track lead volume, response times, meaningful conversations, qualified prospects, call invitations, completed bookings, and call attendance.
• Track follow-up completion, overdue leads, incomplete applications, cancellations, and no-shows.
• Compare performance by setter, campaign, lead source, and AI versus human handling where the data supports it.
• Establish clear metric definitions and realistic targets with leadership.
• Audit CRM records and reporting for accuracy.
• Report performance against targets and explain the reasons behind changes.
• Connect appointment-setting activity to sales outcomes and collected revenue with the sales team.
• Recommend specific actions based on the data.

Revenue Leak Identification and Improvement

• Identify where prospects drop out between initial inquiry, conversation, qualification, booking, attendance, and enrollment.
• Investigate slow responses, missed leads, weak call invitations, incomplete applications, inconsistent follow-up, and poor handoffs.
• Identify scheduling friction, limited appointment availability, and preventable no-shows.
• Recognize campaigns that generate interest but few qualified, attended calls.
• Distinguish conversation problems from lead-quality, calendar, technical, or sales-call problems.
• Prioritize fixes based on likely impact.
• Assign each improvement a clear owner, deadline, and measurable outcome.
• Track whether changes recover opportunities and improve conversion.
• Bring leadership recommendations and solutions alongside the findings.

Communication With Nirit and the Team

• Send a concise daily update covering results, priority opportunities, blockers, and decisions needed.
• Provide a weekly summary of performance, trends, conversation quality, revenue leaks, and improvement actions.
• Communicate urgent issues promptly.
• Keep Nirit informed about prospects requiring her involvement and provide the context needed to respond.
• Coordinate with marketing on lead quality, campaign messaging, recurring questions, and objections.
• Coordinate with the sales team on appointment quality, attendance, call outcomes, and follow-up.
• Maintain a shared record of decisions, responsibilities, and deadlines.
• Take ownership of follow-through so leadership does not need to chase routine updates.

What Success Looks Like

• Qualified prospects book and attend discovery calls.
• Active leads receive timely, relevant follow-up.
• Conversations consistently reflect the FitWINS brand.
• CRM records and reporting are reliable.
• Setters receive clear direction and useful coaching.
• Intelicoach operates within approved rules and hands off correctly.
• Missed opportunities are identified and addressed.
• Nirit and the team have a clear picture of performance and next steps.